GeoWealth Management’s XPO XPO Stock Holding History

GeoWealth Management’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-457	Closed	-$59.9K	–	1804
2024 Q4	$59.9K	Sell	457 -30	-6%	-$4.05K	﹤0.01%	1107
2024 Q3	$52.4K	Buy	+487	New	+$54.5K	﹤0.01%	1057

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GeoWealth Management's XPO Position: Q1 2025 in Review

GeoWealth Management sold out of XPO (XPO) in Q1 2025, closing a stake of 457 shares — an estimated $59.9K sold.

GeoWealth Management first reported a position in XPO in Q3 2024 and held it in 2 quarters. The position peaked at $59.9K in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

GeoWealth Management reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 457 XPO shares in Q1 2025, an estimated $59.9K.
GeoWealth Management first reported a position in XPO in Q3 2024 and held it in 2 quarters.
GeoWealth Management's XPO position peaked at $59.9K in Q4 2024.
525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.